As a CERTIFIED FINANCIAL PLANNER™ professional (CFP®), Alex strives to help families plan and prepare their financial assets with a transparent and strategic approach built on a foundation of passion and empathy.
Alex is a proud graduate of Florida Atlantic University, where he received his undergraduate degree in business management. While a student at FAU, Alex experienced various opportunities that sharpened his current expertise, including an opportunity in sales and multiple internships at Wells Fargo Advisors.
Away from the office, Alex spends quality time with his wife, Bryanna, and his daughter, Elle, and son, Luke. Whether it's boating, fishing, gardening, or walking the beach, Alex and his family enjoy being outdoors and soaking in all that Florida has to offer. A Naples, Florida, born-and-raised native, Alex is proud to raise his family in a town that offers an array of nature, adventure, and culture.
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